EFA icon

iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,286 hedge funds and large institutions have $52.9B invested in iShares MSCI EAFE ETF in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 423 increasing their positions, 557 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+3
Holders Change %
+0.23%
% of All Funds
29.45%
Holding in Top 10
199
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-5.69%
% of All Funds
4.56%
New
74
Increased
423
Reduced
557
Closed
66
Calls
$3.63B
Puts
$14.6B
Net Calls
-$10.9B
Net Calls Change
+$685M

Top Buyers

1
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$521M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$768M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$719M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$230M
5
QIM
Quantitative Investment Management
Virginia
$210M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.48B
2
BlackRock
BlackRock
New York
$4.96B
3
Bank of America
Bank of America
North Carolina
$3.39B
4
Ameriprise
Ameriprise
Minnesota
$1.12B
5
TF
TIAA FSB
Florida
$450M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1226
Lenox Wealth Management
Ohio
$66K -$28.4K -421 -30%
KL
1227
KWMG LLC
Kansas
$62K – – –
PAMG
1228
Patton Albertson Miller Group
Tennessee
$61K +$61K +1,000 New
RFA
1229
Reilly Financial Advisors
California
$60K -$7.84K -115 -12%
SWMG
1230
Signature Wealth Management Group
Georgia
$58K +$26.7K +435 +85%
BWM
1231
Baystate Wealth Management
Massachusetts
$57K +$29.3K +451 +106%
IGGA
1232
Iron Gate Global Advisors
Utah
$56K – – –
CBA
1233
Coastal Bridge Advisors
Connecticut
$54K +$54K +798 New
GI
1234
Gradient Investments
Minnesota
$53K -$13.6K -200 -20%
SIAS
1235
Shine Investment Advisory Services
Colorado
$53K – – –
WCM
1236
Whitener Capital Management
North Carolina
$53K +$53K +782 New
FMTCOCP
1237
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K – – –
WWM
1238
Willingdon Wealth Management
North Carolina
$51K – – –
TFA
1239
Transamerica Financial Advisors
Florida
$44K +$27.7K +404 +170%
CC
1240
Cassaday & Co
Virginia
$44K +$44K +640 New
IP
1241
Isthmus Partners
Wisconsin
$43K – – –
PCA
1242
Providence Capital Advisors
North Carolina
$41K -$40K – –
PCA
1243
Peddock Capital Advisors
Massachusetts
$40K – – –
QCIG
1244
Quad-Cities Investment Group
Iowa
$34K – – –
MCM
1245
MV Capital Management
Maryland
$33K +$11.3K +165 +52%
SFSIG
1246
San Francisco Sentry Investment Group
California
$31K -$279K -4,057 -90%
CH
1247
Canton Hathaway
Rhode Island
$31K +$31K +450 New
LFASL
1248
Lugano Financial Advisors SA (LFA)
Switzerland
$31K +$31K +460 New
GIP
1249
Granite Investment Partners
California
$31K +$31K +500 New
TFA
1250
Toth Financial Advisory
Virginia
$27K – – –
48 49
50
51 52